TRADITION WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$494,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.64%
quarter
The Southern Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.80% | 58 shares | -20K | $68 | 7.26K |
| Q2 2022 | share | Increase | +0.11% | 8 shares | -8K | $71.31 | 7.20K |
| Q1 2022 | share | Increase | +4.85% | 333 shares | 51K | $72.51 | 7.19K |
| Q4 2021 | share | Increase | +0.15% | 10 shares | 46K | $68.36 | 6.86K |
| Q3 2021 | share | Decrease | -2.75% | -194 shares | -2K | $61.32 | 6.85K |
| Q2 2021 | share | Increase | +0.54% | 38 shares | -9K | $59.27 | 7.04K |
| Q1 2021 | share | Increase | +4.97% | 332 shares | 26K | $60.28 | 7.01K |
| Q4 2020 | share | Increase | 0.00% | 6.67K shares | 410K | $58.94 | 6.67K |